Empowering Financial Growth Through Expertise, Integrity, and Partnership
Our Mission
Our mission is to empower individuals and organisations with the knowledge, clarity, and confidence to make smarter financial decisions. We believe that true financial success comes not just from growing wealth, but from aligning financial strategies with life goals and personal values. Through our deep industry expertise, ethical practices, and client-first philosophy, we strive to simplify the complex world of finance. Our approach ensures that every plan we design — whether for wealth creation, protection, or legacy building — is tailored to each client’s unique aspirations. We are committed to building long-term relationships founded on trust, transparency, and measurable results. Our goal is not only to manage money but to guide our clients toward a secure, meaningful, and fulfilling financial future.
Our Core Values
Integrity
We act with honesty and transparency in every interaction, ensuring our clients’ interests always come first
Client-Centric
Every client’s journey is unique. We craft customised strategies that align with individual goals, risk appetite, and aspirations.
Excellence
We are committed to delivering the highest standards of professionalism, expertise, and performance in all that we do.
Long-Term Vision
We focus on sustainable financial growth, building lasting relationships and wealth that endures over time.
Innovation
We continuously adapt to evolving markets and technologies to offer fresh, relevant, and effective financial solutions.
Trust
The foundation of every relationship we build. We believe trust is earned through consistency, transparency, and doing what’s right — always.
Our Story
Founded by Mithun Garg and Deepak Dayalani, our journey is built on a shared vision — to simplify wealth management and make expert financial advice accessible to all. With over two decades of experience across leading institutions like Aditya Birla Asset Management, Motilal Oswal, Yes Bank, and DSP Mutual Fund, we bring together deep industry knowledge and a client-first approach. Our story is one of trust, integrity, and a commitment to helping individuals and organisations achieve lasting financial success.
Meet Our Founders
Mr. Mithun Garg
(Co-Founder)
Financial Advisor and Estate Planning Expert
Mr. Mithun Garg is a results-driven financial expert with over 21 years of experience in insurance and asset management. He has worked with renowned organizations such as Aditya Birla Asset Management, Tata Mutual Fund, and Motilal Oswal Mutual Fund. He has a proven track record of driving sales growth, managing client relationships, and developing effective business strategies. His expertise spans mutual fund distribution, PMS, AIF, and insurance products.
Mr. Deepak Dayalani
(Co-Founder)
Financial Expert and Advisor
Mr. Deepak Dayalani has over 20 years of experience in the financial industry and has developed strong expertise in guiding clients toward achieving their financial goals. His illustrious career spans renowned institutions including Yes Bank, ICICI Mutual Fund, and DSP (erstwhile DSP BlackRock), where he served as an advisor for distribution for two decades.